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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,933 | $162,136-36.5% | $152,301-32.4% | $154,746-33.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,930 | $4,890-19.6% | $4,624-15.0% | $4,379-10.3% |
| Participant deferral / active EE | $28,298 | $8,341+239.3% | $8,004+253.6% | $6,730+320.5% |
| Admin fee / account holder | $3,575 | $15,759-77.3% | $14,398-75.2% | $14,365-75.1% |